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October 4, 2023

Our Investment Views

Emilie Ma

Investment Strategy Video: Inflation's Flame ...

George Hosfield, CFA, discusses Ferguson Wellman's quarterly strategy titled, "Inflation's Flame Flickers," which addresses the narrow market leadership, the impact of higher interest rates on inflation and how assets are priced at this stage of the economic cycle.

April 11, 2023

Our Investment Views

Guest User

Investment Strategy Video: Stalemate

George Hosfield, CFA, discusses the firm's quarterly strategy titled "Stalemate," which highlights the Fed's ongoing battle to tame inflation along with our views on the health of the banking industry and capital market expectations for the balance of the year.

July 6, 2022

Our Investment Views

Guest User

Third Quarter 2022 Investment Strategy Video: ...

Director and Chief Investment Officer George Hosfield, CFA, discusses the Fed raising interest rates, peaking inflation and our view on equities and volatility across all asset classes in our Investment Strategy titled, “Balancing Act.”

February 24, 2022

Annual Report

Mary Faulkner

2021 Annual Report

January 13, 2022

Wealth Management

Guest User

First Quarter 2022 Wealth Management Insights ...

Mary Lago, CFP®, CTFA, discusses the theme for the first quarter of 2022, “Valuing the Resources of Time and Money.”

chris bixby

Danielle White

July 3, 2025

Wealth Management

Why Clear Financial Goals Matter in Retirement Planning

Danielle White

July 3, 2025

Wealth Management

Why Clear Financial Goals Matter in Retirement Planning

Retirement represents the achievement of financial stability and being able to choose whether or not to work, a goal many of us share.

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Danielle Hart

July 2, 2024

Wealth Management, Insights

Wealth Management Insights Third Quarter 2024

Danielle Hart

July 2, 2024

Wealth Management, Insights

We present the third quarter 2024 Wealth Management Insights publication titled, “Is Your Insurance Right for You?” featuring articles written by Samantha Pahlow, CTFA, AWMA®, Casia Chappell, CFP®, CPWA®, and Chris Bixby, CFP®, EA.